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01 October 2019 • By Mark Phelps • 1 min read
Investors who are concerned about the economic and investment outlooks are increasingly asking us two questions: “Where are we in the cycle?” and ...
READ MORE “Tell me why Xi should not continue to wait out ‘the world’s greatest negotiator’ who keeps ‘dealing with himself’?”. An apt comment in ...
READ MORE Funding for fulfilling demand across the Asian energy supply chain can’t be met by governments alone. Continued high growth in energy demand in the ...
READ MORE Investors looking for attractive yields need look no further than real estate – in its listed or unlisted form. Here, I look at yield differentials...
READ MORE Concerns are rising among professional economists about the outlook for the Australian economy. The recent GDP release showed that private demand i...
READ MORE Robotic process automation (RPA) is now ripe for adoption across Australia’s financial services sector and the size and composition of the workforce...
READ MORE This weekend’s announcements by President Donald Trump that the US/China trade war can last another year or more (beyond the November 2020 US presid...
READ MORE Globally, the world seems to be entering a period of slower growth. Volatility has been driving weaker sentiment, and the repercussions of trade wars ...
READ MORE A fixed-income investor today is in a truly excruciating position. Yields are at or near historic lows in the developed world, spreads are tighter ...
READ MORE Australian banks have been hit hard by the Hayne royal commission. But how have they performed over the longer term? I was inspired to answer this ...
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